Purchases and Sales Made in Q2 2023 in Northern Lts Fd Tr Iv Main Buy (BUYW)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Main Buy (BUYW) during Q2 2023. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR IV MAIN BUY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.39M+ 24.39% |
N/A
|
7.09M
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
464K+ 442.11% |
N/A
|
569K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 1364.19% |
N/A
|
166K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
145K+ 2.5% |
N/A
|
5.97M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
102KNew |
N/A
|
102K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.1K+ 52.63% |
N/A
|
276K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
92.4KNew |
N/A
|
92.4K
$0
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
50.3K+ 251.39% |
N/A
|
70.3K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.1KNew |
N/A
|
41.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.8K+ 119.12% |
N/A
|
27.2K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.37K+ 5.77% |
N/A
|
135K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
5.25K+ 9.87% |
N/A
|
58.4K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.95KNew |
N/A
|
4.95K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.04K+ 14.67% |
N/A
|
31.6K
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.89K+ 19.93% |
N/A
|
23.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
2.27K+ 0.95% |
N/A
|
242K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.38K+ 7.61% |
N/A
|
19.5K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
919+ 2.43% |
N/A
|
38.7K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
255New |
N/A
|
255
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
120New |
N/A
|
120
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
5+ 1.41% |
N/A
|
359
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-46- 92.0% |
N/A
|
4
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-64- 15.76% |
N/A
|
342
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-77- 24.14% |
N/A
|
242
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-227- 8.27% |
N/A
|
2.52K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3K- 12.39% |
N/A
|
21.2K
$0
|